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S&P Global

2,167 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 779 increasing their positions, 803 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 2,0382,167 (+129)

1.47% more ownership

Funds ownership: 86.02%87.49% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 803

Holders
2,167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1776
LVZ Inc
Michigan
$241K
UWP
1777
Uniting Wealth Partners
Kansas
$241K
CFA
1778
CWS Financial Advisors
Michigan
$240K
WF
1779
Wayfinding Financial
Washington
$240K
CMP
1780
Courage Miller Partners
Virginia
$239K
PFM
1781
Patton Fund Management
Texas
$239K
MWM
1782
Marion Wealth Management
Pennsylvania
$239K
NPFS
1783
Novak & Powell Financial Services
Florida
$239K
DMBA
1784
Deseret Mutual Benefit Administrators
Utah
$238K
MEG
1785
Millstone Evans Group
Colorado
$237K
KWA
1786
Kondo Wealth Advisors
California
$237K
TFS
1787
Thoroughbred Financial Services
Tennessee
$237K
UAG
1788
United Advisor Group
Ohio
$236K
SAI
1789
Systematic Alpha Investments
New Jersey
$236K
CC
1790
Courier Capital
New York
$236K
MR
1791
Munich Reinsurance
$235K
EFMH
1792
E Fund Management (HK)
Hong Kong
$235K
APP
1793
Avantax Planning Partners
Iowa
$234K
PCMNC
1794
Piedmont Capital Management (North Carolina)
North Carolina
$234K
CCG
1795
Catalina Capital Group
California
$234K
WC
1796
Wynn Capital
Georgia
$233K
NSG
1797
Nalls Sherbakoff Group
Tennessee
$233K
MNBTD
1798
Moody National Bank Trust Division
Texas
$232K
GPI
1799
General Partner Inc
Pennsylvania
$232K
BWM
1800
BCS Wealth Management
Tennessee
$231K